Korene Z. Phillips Marsh
Why pick this one
Korene Z. Phillips Marsh is a CFP® and AAMS® financial consultant serving Onslow, Jones, and Carteret Counties.
Best for
- Retirement planning
- Clients needing a comprehensive financial plan
- Asset allocation and risk tolerance planning
- Families seeking asset protection and estate planning coordination
- Clients wanting coordination with tax and legal professionals
Look elsewhere if
- People seeking services outside Onslow, Jones, or Carteret Counties
Specialties
- Retirement planning
- Asset allocation
- Financial planning
- Risk tolerance assessment
Certifications
- Certified Financial Planner (CFP®)
- Chartered Asset Management Specialist (AAMS®)
- FINRA Series 7 registration
- FINRA Series 63 registration
- FINRA Series 65 registration
- Life Insurance License
- Long Term Care Insurance License
What makes them different
- Serves Onslow, Jones, and Carteret Counties
- Holds CFP® and AAMS® designations
- Creates comprehensive, personalized plans based on clients' goals
- Coordinates financial planning with clients' tax and legal professionals
- Offers financial, retirement, asset allocation, and risk tolerance planning
- Serves
- Jacksonville
Distilled from this business's own website.
Contact & Location
- Address
- 302-B Western Boulevard, Jacksonville, NC 28546
- Phone
- 9103475900
- Website
- https://foundation.firstcitizens.com/nc/jackson...
- korene.marsh@firstcitizens.com
Services
- Comprehensive financial planning
- Retirement planning
- Asset allocation
- Risk tolerance assessment
- Asset protection planning
- Estate planning coordination
- Tax and legal professional coordination